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Carson Group Welcomes Daniel Applegarth as New Chief Financial Officer
Tri-County Times· 3 days agoIn addition, Eric Vrba has joined the firm as Controller. Applegarth comes to Carson after an 18-year tenure at Orion Advisor Solutions, where he oversaw financial ...
Kaiser Permanente notifies 13.4 million members of data breach. City of Hope also reported breach
Los Angeles Times· 4 hours agoHealth insurance giant Kaiser Permanente apologized to 13.4 million of its members that some of...
‘I don’t want to leave money on the table come retirement.’ Is that 1% fee to my financial adviser...
Market Watch· 2 days agoWhat is the benefit of having a financial adviser like a CFP or CRPC that charges a flat fee of 1%?...
BlackRock Memo Reveals Wealth-Management Shuffle Amid ESG Backlash in Texas
Barrons.com· 1 day agoInternally, the New York-based firm said it is combining teams under the U.S. wealth advisory...
Kaiser Permanente notifies 13.4 million members of data breach. City of Hope also reported breach
LA Times via AOL· 4 hours agoUser information was inadvertently transmitted to Google, Microsoft Bing and the social media...
Capital Investment Advisory Services LLC Invests $95,000 in Schwab Fundamental Emerging Markets ...
ETF DAILY NEWS· 2 days agoCapital Investment Advisory Services LLC purchased a new position in shares of Schwab Fundamental Emerging Markets Large Company Index ETF (NYSEARCA:FNDE ...
AssetMark to Go Private in $2.7 Billion Sale to Private-Equity Firm GTCR
Barrons.com· 1 day agoAssetMark Financial Holdings has agreed to be acquired by private-equity firm GTCR in a deal that...
Capital Investment Advisory Services LLC Acquires 1,478 Shares of Schwab U.S. Large-Cap Value ETF...
ETF DAILY NEWS· 2 days agoCapital Investment Advisory Services LLC raised its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 735.3% during the fourth ...
Sequoia Financial Advisors LLC Invests $210,000 in Deckers Outdoor Co. (NYSE:DECK)
ETF DAILY NEWS· 6 days agoSequoia Financial Advisors LLC bought a new stake in Deckers Outdoor Co. (NYSE:DECK...most recent Form 13F filing with the Securities & Exchange Commission. The firm ...
Goldman Sachs to Shutter Marcus Invest and Sell Robo-Advisor Accounts to Betterment
Barrons.com· 4 days agoBetterment has since expanded into retirement plans and serving as a custodian for registered...